Learn how to share your analysis with specific users or create a link to your analysis that you can share.
Choose who to share with
You can share any analysis that you create or an analysis from a Guidebook topic with other users. You can choose from the following options:
Note: Users will be given view-only access to your analysis. They cannot edit or delete your analysis.
Share an analysis
Note:
1. Do one of the following:
• To share an analysis that you own:
a. On the navigation bar, click Analyses.
b. In the Analyses list, select the analysis you want to share.
Note: You can also share an analysis from the Analyses list. Just hover over the analysis you want to share and then click the Share button in the Quick Actions menu.
• Share an analysis from a Guidebook topic:
a. On the navigation bar, click Guidebook.
b. Find the analysis you want to share.
2. In the upper-right corner of the analysis, click the Share button.
3. In the Share Analysis dialog, do one of the following:
• To share an analysis with specific users or a group of users, type the username, email address, or name of the user group in the search box, and select individual users and groups from the search results. When you've finished adding users, click Share. To see a full list of user groups, click the User Groups button in the search box.
• To share an analysis with Visier's Customer Success team, select Share with user support.
• To generate a link that you can share with other users, click Get shareable link.
Note: The shareable link for analyses from a Guidebook topic are automatically enabled.
4. If you want to send an email notification to let users know that you've shared an analysis with them, select the Notify recipients via email box.
Note: The Notify recipients via email option is selected by default.
• To include a preview of the analysis in the email notification, select the Include analysis content in email box.
The first several visuals and images from the analysis will be embedded in the body of the email. The content that is included in the email will be based on the recipient's security settings, applied default context, dynamic filters, and user preferences such as display currency. They will only see the data that they are allowed to see.
• Enter a note to provide additional context or instructions to users.
5. When finished, click Share.
Result: Users can access shared analyses in the Shared with Me tab of the Analyses room. If a notification is delivered, users can also access the analysis using the link provided in the email.
Stop sharing an analysis
1. Do one of the following:
• To stop sharing an analysis that you own:
a. On the navigation bar, click Analyses.
b. In the Analyses list, select the analysis you want to stop sharing.
• To stop sharing an analysis from a Guidebook topic:
a. On the navigation bar, click Guidebook.
b. Find the analysis you want to stop sharing.
2. In the upper-right corner of the analysis, click the Share button.
3. In the Share Analysis dialog, do one of the following:
• To stop sharing with a specific user or user group, click the Can View box on the right side of the user or user group you want to stop sharing with, and then select Remove.
• To delete the link to a file, click Delete link.
Note:
• When you delete a shareable link, the specific users and user groups you've added will still have access to the analysis.
• You cannot delete the sharable link for analyses from a Guidebook topic.
Request access to an analysis
If you open an analysis and you don't have access to view it, you can request permission from the analysis owner.
Note: You cannot request access to Guidebook topics. Contact your administrator for access.
1. Open the analysis.
2. On the Analysis Unavailable page, click Request Access.
Result: The owner of the analysis will get an email with your request. You'll receive an email after they approve your request.
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